Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$536K Buy
6,770
+2,372
+54% +$188K 0.15% 46
2020
Q2
$325K Sell
4,398
-187
-4% -$13.8K 0.1% 66
2020
Q1
$337K Sell
4,585
-85
-2% -$6.25K 0.12% 65
2019
Q4
$405K Sell
4,670
-306
-6% -$26.5K 0.13% 54
2019
Q3
$400K Hold
4,976
0.13% 52
2019
Q2
$398K Hold
4,976
0.13% 55
2019
Q1
$395K Hold
4,976
0.15% 52
2018
Q4
$363K Hold
4,976
0.15% 52
2018
Q3
$337K Sell
4,976
-907
-15% -$61.4K 0.13% 54
2018
Q2
$341K Buy
5,883
+556
+10% +$32.2K 0.13% 64
2018
Q1
$276K Buy
5,327
+580
+12% +$30.1K 0.17% 58
2017
Q4
$254K Buy
+4,747
New +$254K 0.17% 24